Market Analysis Archives

Janney/Outsourcing: KPMG 2Q12 Sourcing Survey: Emphasis On Solutions | Market Analysis

Joseph D. Foresi

Back to Market Analysis home KPMG held its 2Q12 Global Sourcing Advisory Pulse Survey. The outsourcing business is turning into a winners versus losers game, as customers are looking for solutions vs. labor arbitrage. Demand for vertical BPO is healthy

Janney/WIT: 1Q13 First Take-Results in Line, Guidance Light | Market Analysis

Joseph D. Foresi

Back to Market Analysis home Our Thoughts: Wipro reported quarterly results roughly in line with guidance. Volume growth of 0.8% was below peers with pricing down 1.7%, roughly in line with peers. Wipro guided to -1% to +1% sequential growth

Janney/SYNT: Bottom Line Results Blow Past Forecasts | Market Analysis

Joseph D. Foresi

Back to Market Analysis home Syntel fell short of revenue expectations and lowered annual revenue guidance. The demand environment remains challenging. However, earnings results continue to impress albeit with some help from currency. Our takeaway from the recent impressive margins

Baird/SYNT/Koning: Q2 Earnings Preview | Market Analysis

David J. Koning CFA

Back to Market Analysis home We expect a solid currency-driven EPS beat/raise (revenue likely about in line); view risk/reward as reasonably balanced. We expect a solid EPS beat/raise, as currency has moved nicely into the company’s favor since they reported

Top 10 Takeaways: Don’t Be Fooled-Macro Is Tough | Market Analysis

Joseph D. Foresi

Back to Market Analysis home Earnings season has officially kicked off for the outsourcing group. Investors first taste were two conflicting earnings reports by Infosys and TCS. We agree that TCS’ solid results would imply that Infosys has company specific

INFY: Results Continue To Disappoint | Market Analysis

Joseph D. Foresi

Back to Market Analysis home Infosys reported results below expectations and lowered guidance. The company continues to battle a soft economic backdrop, execution risk derived from company specific changes, and an industry leading margin profile creating a potential barrier to

BPO Environment Remains Healthy | Market Analysis

Joseph D. Foresi

Back to Market Analysis home We recently caught up with the management of EXLService. Our takeaways: demand for BPO remains healthy, currency crosswinds should offset each other, and valuation remains compelling at current levels. On the demand front, there has

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Janney/Outsourcing: KPMG 2Q12 Sourcing Survey: Emphasis On Solutions | Market Analysis

Janney/WIT: 1Q13 First Take-Results in Line, Guidance Light | Market Analysis

Janney/SYNT: Bottom Line Results Blow Past Forecasts | Market Analysis

Baird/SYNT/Koning: Q2 Earnings Preview | Market Analysis

Top 10 Takeaways: Don’t Be Fooled-Macro Is Tough | Market Analysis

INFY: Results Continue To Disappoint | Market Analysis

BPO Environment Remains Healthy | Market Analysis

Top Takeaways: Sentiment Turns More Cautious | Market Analysis

BPO Environment Remains Healthy | Market Analysis

Outsourcing: Emerging Markets-Go Where the Growth Is! | Market Analysis

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